Jacobus Wealth Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $230K | Hold |
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|
2017
Q2 | $214K | Hold |
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|
2017
Q1 | $203K | Hold |
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|
2016
Q4 | $186K | Hold |
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|
2016
Q3 | $185K | Hold |
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|
2016
Q2 | $188K | Hold |
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|
2016
Q1 | $167K | Hold |
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|
2015
Q4 | $152K | Hold |
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|
2015
Q3 | $144K | Hold |
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|
2015
Q2 | $156K | Hold |
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|
2015
Q1 | $154K | Hold |
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|
2014
Q4 | $157K | Hold |
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|
2014
Q3 | $144K | Hold |
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|
2014
Q2 | $143K | Hold |
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|
2014
Q1 | $136K | Hold |
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|
2013
Q4 | $133K | Hold |
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|
2013
Q3 | $120K | Hold |
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|
2013
Q2 | $110K | Buy |
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